Rialytix insights
Top RIA Firms in Lehi, Utah
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Lehi, Utah. This hub covers 15 matching firms with $25.7B in total reported AUM and median AUM of $359.9M.
Firms
15
Matching current profiles
Total AUM
$25.7B
Reported regulatory AUM
Median AUM
$359.9M
Across firms with AUM
Largest firm
$18.1B
Townsquare Capital, LLC
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Townsquare Capital, LLC CRD 288576 · Limited Liability Company | LEHI, UT | $18.1B Mar 2026 | +$3.1B+20.6% | +$11.8B+189.4% | +$14.5B+400.7% | — | -36 employees-40.4% over 3Y | +29,573 accounts+103.4% over 3Y |
| 2. West Rim Capital Associates II, L.p. CRD 145085 · Limited Partnership | LEHI, UT | $1.7B Mar 2026 | +$40.7M+2.5% | -$124.0M-6.9% | +$414.2M+33.1% | +$1.2B+264.3% | +1 employees+3.4% over 3Y | +3 accounts+15.8% over 3Y |
| 3. Drive Wealth Advisers CRD 174728 · Limited Liability Company | LEHI, UT | $1.5B Apr 2026 | -$674.8M-31.0% | -$329.4M-18.0% | +$657.6M+78.0% | +$1.3B+729.3% | +3 employees+21.4% over 3Y | +904 accounts+27.5% over 3Y |
| 4. B.o.s.s. Retirement Advisors, LLC CRD 171143 · Limited Liability Company | LEHI, UT | $1.4B Apr 2026 | +$321.8M+30.3% | +$794.7M+135.1% | +$1.1B+399.6% | +$1.2B+709.0% | +37 employees+74.0% over 3Y | +3,047 accounts+36.3% over 3Y |
| 5. Solidarity Wealth, LLC CRD 315843 · Limited Liability Company | LEHI, UT | $704.2M Mar 2026 | +$76.3M+12.2% | +$453.4M+180.8% | — | — | +5 employees+71.4% over 3Y | +801 accounts+367.4% over 3Y |
| 6. Banner Capital Management, LLC CRD 326949 · Limited Liability Company | LEHI, UT | $619.2M May 2026 | +$96.7M+18.5% | — | — | +$203.7M+49.0% | 0 employees+0.0% over 1Y | -3 accounts-33.3% over 1Y |
| 7. Switchpoint Financial Planning LLC CRD 282856 · Limited Liability Company | LEHI, UT | $367.1M Mar 2026 | +$85.6M+30.4% | +$210.2M+134.0% | — | +$237.4M+183.1% | 0 employees+0.0% over 3Y | +128 accounts+32.2% over 3Y |
| 8. Decker Retirement Planning INC. CRD 284281 · Corporation | LEHI, UT | $359.9M May 2026 | +$74.8M+26.2% | +$242.4M+206.2% | +$250.2M+228.1% | +$250.2M+228.1% | +4 employees+21.1% over 3Y | +1,194 accounts+108.1% over 3Y |
| 9. Reef Investment Management LLC CRD 309186 · Limited Liability Company | LEHI, UT | $234.3M Feb 2026 | +$121.0M+106.7% | -$43.2M-15.6% | — | — | +10 employees+333.3% over 3Y | +2 accounts+100.0% over 3Y |
| 10. Prestige Wealthwide, LLC CRD 321789 · Limited Liability Company | LEHI, UT | $198.5M Jan 2026 | -$9.2M-4.4% | +$76.1M+62.1% | — | — | -1 employees-25.0% over 3Y | +23 accounts+14.0% over 3Y |
| 11. Thistle Creek Capital, LLC CRD 331449 · Limited Liability Company | LEHI, UT | $161.0M Mar 2026 | -$22.6M-12.3% | — | — | -$22.6M-12.3% | 0 employees+0.0% over 1Y | 0 accounts+0.0% over 1Y |
| 12. Provident Living Financial Services CRD 282665 · Corporation | LEHI, UT | $158.1M Mar 2026 | — | — | — | +$27.7M+21.3% | +1 employees+50.0% over Total | -57 accounts-12.3% over Total |
| 13. Stonebriar Wealth, LLC CRD 327618 · Limited Liability Company | LEHI, UT | $139.0M Apr 2026 | — | — | — | +$39.0M+39.0% | +7 employees+175.0% over Total | +195 accounts+62.9% over Total |
| 14. Solidarity Capital Management, LLC CRD 322596 · Limited Liability Company | LEHI, UT | $127.6M Mar 2026 | +$28.2M+28.3% | — | — | — | +1 employees+33.3% over 3Y | 0 accounts+0.0% over 1Y |
| 15. My Prosper Team CRD 311144 · Limited Liability Company | LEHI, UT | $58.2M Mar 2026 | +$5.7M+10.9% | +$30.1M+106.8% | +$35.7M+158.8% | +$35.2M+152.7% | 0 employees+0.0% over 3Y | -452 accounts-50.8% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.